The mission of the Investor Education Collaborative is to provide innovative educational resources to investors who seek to make more successful decisions and be more confident in the management of their financial affairs. Founded in 2004, IEC is affiliated with the Institute for Private Investors (IPI) but is a separate company.

IEC was inspired by 18 years of providing unbiased, quality investor education at hundreds of IPI events and over ten years of the Private Wealth Management program at Wharton as well as the program in Wealth Management offered annually at Stanford. The small seminars, case study library, formats, and learning objectives have been tested with investors.

After popular seminar series this past fall and winter, we are pleased to announce a repeat this spring of the three-part series, Getting Beyond the Hype – Wealth Management Unwrapped for individuals seeking unbiased investor education. [download pdf]